While shortage of Panasonic cells and larger batteries containing multiple cells has been a concern at times, you can't just look at the battery production itse

While shortage of Panasonic cells and larger batteries containing multiple cells has been a concern at times, you can't just look at the battery production itself. I believe many of the delays in production have been due to battery _pack_ production, whereby cells are organized into complex hierarchies in specific orientations (+/-, current flow controlled) to achieve greater heat dissipation and improve energy density. This workflow step is not on Panasonic but on Tesla, and I believe they struggled with model 3 pack shortages for months, though general vehicle assembly may have also been a bottleneck.